Function: Customer Service Position Grade: Manager – Senior Manager Location: Bangalore Qualifications: – Graduate in any field with a post-graduation diploma in finance Work Experience: – 10 – 12 years in AMCs (servicing department) or Wealth boutiques Core Purpose of the Role: – Timely on-boarding of the client with complete KYC across wealth products, i.e.
Manager/Senior Manager – Client Servicing – Wealth Management Read More »
Role Overview: Our client, a profitable and institutionally backed supply chain finance platform, is looking for a senior partnerships leader to build and scale its network of lending partners. Key Result Areas (KRAs): Lender Acquisition & Onboarding: – Identify and target new Banks, NBFCs and Financial Institutions as lending partners – Own the full cycle:
Lead – Banking Alliances – Banking/Financial Services Read More »
Role Overview: As a Relationship Manager, you will serve as the primary point of contact for our high-value clients, acting as the bridge between their financial objectives and our service offerings. Your day-to-day involves managing the end-to-end client lifecycle, from initial onboarding and documentation to long-term portfolio nurturing. You will collaborate closely with internal product,
Relationship Manager – Client Servicing – Banking/Financial Services Read More »
Private Wealth Relationship Manager About Private Wealth: Pvt Wealth mgr provides wealth-management and investment solutions to HNI and UHNI clients, with offerings across equity, fixed income, alternative investments, portfolio monitoring, family office services and estate planning. Its investment proposition includes an open-architecture approach to third-party investment products. Job Purpose: To acquire, manage and deepen relationships
Private Wealth Relationship Manager – UHNI & Family Office – Banking/Financial Services Read More »
Private Wealth Relationship Manager About Private Wealth: Pvt Wealth mgr provides wealth-management and investment solutions to HNI and UHNI clients, with offerings across equity, fixed income, alternative investments, portfolio monitoring, family office services and estate planning. Its investment proposition includes an open-architecture approach to third-party investment products. Job Purpose: To acquire, manage and deepen relationships
Private Wealth Relationship Manager – UHNI & Family Office Read More »
Job Description: Job Title: RM/ARM Capital Markets Grade: SM/AVP/DVP Department: Financial Institutions Location/Branch: CO, Mumbai Reporting To: SVP – Head Capital Markets, Escrow Products and FI/IFI Product Sales Position Purpose: Please mention a brief purpose of the position along with the preferred profile for recruitment. Please refer the standard format filled and shared with you.
Relationship Manager/Assistant Relationship Manager – Capital Markets Read More »
Role Overview: The Zonal Manager will be responsible for overseeing business operations in the region, driving sales and business growth, ensuring customer satisfaction, and developing and implementing strategies to achieve business goals. Qualifications: – Experience in managing regional operations, sales, and business growth. – Strong leadership and strategic planning skills. – Excellent communication and interpersonal
Zonal Manager – Banking/Financial Services – South Read More »
Key responsibilities: – Use financial acumen and investment expertise to review a client’s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. – Track the HNI/Ultra HNI segment in the
Job Description: We are seeking a seasoned leader with experience in the Financial Services/NBFC sector to head our Customer Grievance Redressal function. The candidate will be responsible for overseeing, managing, and resolving critical customer complaints coming from high-priority escalation channels, ensuring strict adherence to regulatory guidelines (RBI, CPGRAMS) and internal SLA benchmarks. Key Responsibilities: 1.
Assistant Vice President – Customer Grievance Redressal – Banking & Finance Read More »
About the Role: This is a strategic leadership opportunity within the Finance and Accounts function, responsible for managing multiple teams or a large portfolio, strengthening senior-level client relationships, driving operational excellence, managing risks and transitions, and contributing to business growth. Key Responsibilities: Client Management and Business Growth: – Build and strengthen senior-level client relationships. –
Associate Director – Finance & Accounts – GL Read More »
